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DESCRIPTION:5 Key Components of a Sound Investment ProgramThis session will
  cover five components that are fundamental for a prudent investment progr
 am of public funds.  First it will give a high level overview of an invest
 ment policy\, and how having a meaningful policy can help guide the govern
 ment’s entire investment program.  The session will highlight the importan
 ce of having a cash flow forecast to help structure the investment portfol
 io into liquidity and core\, or longer-term\, segments.  Third\, because b
 anks\, broker dealers and other financial vendors provide both insight and
  access\, making sure you work with the right providers is of utmost impor
 tance.  The session will touch on using competitive procurement to help en
 sure you work with the most appropriate providers for your situation.  Com
 petitive procurement is a must for the purchase of investments as well.  F
 inally\, having appropriate internal control helps a finance officer meet 
 her fiduciary duty.  The session will review three areas of internal contr
 ol:  an investment procedures manual\, use of third-party safekeeping\, an
 d collateralization.\nGuest Speaker: Sofia Anastopoulos\, CFA\, Executive 
 Director\, Chief Investment Officer\, IMET\nLearning Objectives -  - Parti
 cipants completing this seminar should be able to:\n\nUnderstand and be ab
 le to create a meaningful investment policy\nBe able to use your governmen
 t’s investment policy to guide your entire investment program\nLearn how t
 o create a simple cash flow forecast\nUnderstand how your cash flow can be
  used to enhance your program’s return by segmenting your portfolio into a
  liquidity and core component\nUnderstand the value of having the right pa
 rtners and how to go about this\nBe able to use competitive procurement to
  find the right partners and also appropriate investments for your portfol
 io.\nKnow how to implement three internal controls\nInvestment procedures 
 manual\nThird party custody of investment assets\nCollateralization\n\n\nI
 ntended Audience: Finance ProfessionalsDelivery method:  Group-liveProgram
  Level: OverviewPrerequisites: No prerequisites required Advanced Preparat
 ion: No advanced preparation requiredField of Study: FinanceEarn about 1.0
  CPE credit
DTEND:20160928T133000
DTSTAMP:20260427T074726
DTSTART:20160928T114500
LOCATION:Johnnys Italian Steakhouse\, 1300 River Drive\, Moline\, IL
SEQUENCE:0
SUMMARY:Quad Cities Finance Lunch Crunch - 5 Key Components of a Sound Inve
 stment Program
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